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Mableton, GA 30126
404-695-8890
Together, we can go Farther.
About Farther Finance
Farther is a new kind of financial institution, combining experienced, expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Farther's Intelligent Wealth platform delivers tax-intelligent solutions, rarefied investment opportunities, and technology-enhanced advice - benefits designed to compound over time to unlock greater wealth. Farther was ranked #1 in financial services on the 2025 Inc. 5000 list of the fastest-growing private companies in America.
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General Information
Firm Start Year
No. of Employees
100-499
CRD#
4140260
Firm CRD#
302050
Name of Custodial Firm
Charles Schwab
States Licensed in
ALL
Years of Experience in Financial Services
25
Number of Years with Current Firm
2
Work Experience
He earned his BA from the University of Tennessee, graduating Magna Cum Laude, and is a veteran of the U.S. Army Infantry, where he served for nine years.
Jim joined Farther in 2024 and was most recently a Director at Lakeview Capital Partners in Atlanta, GA. He began his career at Salomon Smith Barney.
Jim enjoys shooting sports and supporting the University of Tennessee athletic programs. He lives in Mableton, Georgia with his wife and daughter and two dogs.
Work with the following types of clients
Pre-Retirees and Retirees, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Our Office, Phone, Email
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 65, Series 63
Firm Information
Assets Managed by Firm
$13B
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Flat Fee
Education
Bachelor of Arts - Political Science
University of Tennessee
08/22/1992 -05/25/1995
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893631/retirementplanning-Farther-Finance-detailed-disclosure.html